Compare · 4 funds side by side · dividends reinvested

EMLP, SPY, SMH and VOO

EMLPFirst Trust×SPYSPDR×SMHVanEck×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

EMLP, SPY, SMH and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.82%+17.2%+18.4%+20.7%+15.2%−7.9%11.3%$4.1B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: EMLP 2012 · SPY 1993 · SMH 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.1B$20,285

EMLP

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

EMLPMeasureSPY

+17.2%Year to dateJan 1 → Nov 9+11.2%

+18.4%1 yearTotal return+13.5%

+20.7%3 years · per year$10,000 became $17,569 · $18,118+21.9%

+15.2%5 years · per year$10,000 became $20,285 · $17,493+11.8%

0.95%Expense ratio$95 · $9 a year on $10k · lower is better0.09%

2.82%Trailing 12-mo yield$282 · $101 a year on $10k1.01%

−7.9%Worst dropSmaller is better−8.9%

11.3%VolatilityLower is calmer13.7%

EMLPSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2EMLP wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EMLP vs SPY: Top 5 Holdings

Today

EMLP

27.8%in top 5

SPY

in top 527.8%

EMLPStockSPY

9.0%EPDnot top 5

not top 5AAPL7.9%

7.2%ETnot top 5

not top 5NVDA7.1%

not top 5MSFT6.2%

4.4%MPLXnot top 5

not top 5AMZN4.0%

3.5%PAGPnot top 5

3.5%KMInot top 5

not top 5GOOGL2.6%

Held in common2.5%

End-of-day Nov 9, 2026 · share of each fund

EMLP vs SPY Returns, Every Period

First TrustEMLP

+15.2%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

EMLPSPYFaded: behind in that period

3–1EMLP wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Core: EMLP vs VOO

YTD

First TrustEMLP

+17.2%

VOOVanguard

+11.3%

+17.2%Year to date+11.3%

−7.9%Worst drop · 1Y−8.9%

11.3%Volatility · 1Y13.7%

2.8%Yield1.1%

$4.1BAssets$1.00T

4–0EMLP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, SPY, SMH, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

SMH0.35%$35

EMLP0.95%$95

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: EMLP, SPY, SMH, VOO

2.82%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.82%$282

VOO1.07%$107

SPY1.01%$101

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$187most kept, EMLP

EMLP$282 − $95 = $187

VOO$107 − $3 = $104

SPY$101 − $9 = $92

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: EMLP, SPY, SMH, VOO

Today

92.7%most shared, SPY and VOO

EMLPSPYSMHVOO

EMLP—2.5%0.0%2.3%

SPY2.5%—15.0%92.7%

SMH0.0%15.0%—18.8%

VOO2.3%92.7%18.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

EMLPWorst drop−7.9%11.3% vol

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPSMH

+17.2%Year to date+35.3%

2.8%Yield0.2%

+18.4%Past year+39.3%

0.95%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026